这家总部位于加利福尼亚州的电子设计自动化软件和半导体知识产权产品提供商2025 财年全年营收创 历史新高，达到 71 亿美元，比 2024 财年的 61 亿美元增长约 15%。 智通财经APP获悉，芯片设计软件提供商新思科技(SNPS.US)公布了第四财季业绩。Q4营收22.6亿美 元，同比增长38%，高于预期的22.4亿美元。调整后每股收益为 2.90 美元，而市场普遍预期为 2.88 美 元。 其中，设计自动化业务贡献18.5亿美元，设计知识产权业务贡献4.07亿美元。调整后营业利润同比增长 36%，达到8.226亿美元，高于预期的8.03亿美元。 展望未来，该公司预计2026财年营收95.6亿-96.6亿美元，分析师预期96.3亿美元。预计第一财季营收 23.7亿-24.2亿美元，分析师预期23.6亿美元;预计第一财季调整后每股收益在3.52美元至3.58美元之间， 也高于预期3.46美元。 新思科技本月早些时候宣布，英伟达已斥资 20 亿美元收购了该公司股份，双方将共同开发用于产品开 发的工具。英伟达首席执行官黄仁勋于 12 月 1 日在接受采访时表示："这将首次把计算市场扩展到设计 和工程领域。" ...

Key Takeaways The Fed Coupled a -25bps Rate Cut with an Advanced $40B T-bill Purchase PlanStock Market Rises, Bond Market Falls on the Fed NewsOracle, Adobe and Synopsys Report Earnings After the CloseWednesday, December 10, 2025As it turns out, the stock market loved today’s Fed announcement about a 25 bps rate cut. The small-cap Russell 2000 zoomed to a new all-time-high close, while the S&P 500 came within 5 points of its own all-time high. Bond yields, which had ratcheted up to +4.2% on the 10-year, wer ...

Cassine Gazi Ceine uh the numbers overall looking good here and of course you got answers as part of the picture now uh last quarter a lot of talk about the IP business so tell me is that uh getting any more predictable and how does that affect not only this quarter but how you're looking at the coming year >> hey John great to be here yes for Q4 and the FY26 guide you can look at it as a combination of meat and beat on the top line and bottom line which is very exciting As far as Q3, we did hit a bump with ...

Synopsys (SNPS) came out with quarterly earnings of $2.9 per share, beating the Zacks Consensus Estimate of $2.79 per share. This compares to earnings of $3.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.94%. A quarter ago, it was expected that this maker of software used to test and develop chips would post earnings of $3.84 per share when it actually produced earnings of $3.39, delivering a surprise of -11.72%.Over the ...

Financial Data and Key Metrics Changes - The company achieved record annual revenue of $7.05 billion, up approximately 15% year-over-year, with Q4 revenue of $2.25 billion, at the high end of guidance [5][14]. - The total backlog increased to $11.4 billion, up from $10.1 billion in the previous quarter [13]. - Non-GAAP operating margin for FY25 was 37.3%, with Q4 non-GAAP operating margin at 36.5% [14][15]. - GAAP earnings per share for Q4 and FY25 were $2.39 and $8.07 respectively, while non-GAAP earnings per share were $2.90 and $12.91, exceeding guidance [14][15]. Business Line Data and Key Metrics Changes - The design automation segment revenue, including EDA and Ansys, was $5.3 billion, up 26%, while excluding Ansys, it grew approximately 8% [15]. - The design IP segment revenue was $1.75 billion, down 8% due to challenges in the second half of the year [15]. - The hardware-assisted verification (HAV) business saw a record year with 12 competitive wins in Q4 [8]. Market Data and Key Metrics Changes - China faced significant challenges, with revenue down 18% for FY25, and down 22% excluding Ansys [14]. - The company noted stronger semiconductor demand in mobile and automotive sectors, while industrial markets remained subdued [6]. Company Strategy and Development Direction - The integration of Ansys is a key focus, with the company aiming to deliver joint solutions in the first half of 2026 [11][62]. - The company is targeting double-digit growth for Ansys revenue in FY26, driven by increased R&D investments in various industries [60]. - A strategic partnership with NVIDIA is expected to enhance design and engineering capabilities with AI and accelerated computing [7]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term growth potential despite current challenges, particularly in the IP business [41][76]. - The company is adopting a pragmatic approach to forecasting, particularly regarding the ongoing challenges in China [76]. - Management emphasized the importance of AI in driving future demand for engineering solutions, indicating a shift in how engineering is approached [6][48]. Other Important Information - The company plans to prepay $2.55 billion of its term loans in the first half of 2026, which is expected to be accretive to EPS [16][19]. - The guidance for FY26 includes total revenue of $9.56-$9.66 billion, with Ansys contributing approximately $2.9 billion at the midpoint [17]. Q&A Session Summary Question: What is the embedded organic growth rate in the 2026 guide? - Management indicated it is around 8%, factoring in the divestitures and muted growth expectations for the IP business [22][23]. Question: What are the expectations for EDA and IP growth in the guidance? - Management acknowledged that EDA growth is impacted by the China environment and a muted roadmap for certain customers, while IP is expected to have a transitional year [31][32]. Question: Can the IP business achieve mid-teens growth in FY27? - Management expressed confidence in the IP portfolio and ongoing customer engagements, indicating that growth could return to mid-teens in the future [82]. Question: What is the rationale behind the NVIDIA investment? - The investment was made to accelerate computational capabilities and modernize engineering solutions, leveraging the strengths of both companies [44][45]. Question: How is the integration of Ansys progressing? - Integration efforts are underway, with R&D teams working together to deliver joint solutions, while maintaining separate go-to-market strategies for different customer segments [61][62].

Financial Data and Key Metrics Changes - Synopsys achieved record annual revenue of $7.05 billion in FY25, up approximately 15% year-over-year, with Q4 revenue of $2.25 billion, aligning with guidance [12][13] - The company ended FY25 with a backlog of $11.4 billion, up from $10.1 billion in the previous quarter [12] - Non-GAAP operating margin for FY25 was 37.3%, with Q4 non-GAAP operating margin at 36.5% [14] - GAAP earnings per share for FY25 were $8.07, while non-GAAP EPS was $12.91, exceeding guidance due to lower expenses [14][15] Business Line Data and Key Metrics Changes - The design automation segment, including EDA and Ansys, generated $5.3 billion in revenue for FY25, up 26%, while excluding Ansys, it grew approximately 8% [15] - The design IP segment revenue was $1.75 billion, down 8% due to challenges in the second half of the year [15] - Ansys contributed $757 million to total revenue in FY25, with Q4 revenue of $668 million [13][14] Market Data and Key Metrics Changes - China faced significant challenges, with revenue down 18% in FY25, and excluding Ansys, down 22% [13][14] - The semiconductor demand is strong in mobile and automotive sectors, while industrial markets remain subdued [5][12] Company Strategy and Development Direction - Synopsys aims to leverage the Ansys acquisition to enhance its engineering solutions from silicon to systems, focusing on AI-driven design and multi-domain integration [4][6] - The company plans to deliver its first joint solutions with Ansys in the first half of 2026, targeting double-digit growth for Ansys revenue [11][56] - Strategic partnerships, such as with NVIDIA, are expected to enhance design and engineering capabilities [6][40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the AI infrastructure build-out driving semiconductor demand, despite challenges in certain markets like China [5][12] - The company anticipates a transitional year for the IP business in FY26, with muted growth expected due to ongoing adjustments and market conditions [10][36] - Management emphasized a focus on operational excellence and financial discipline to drive sustainable growth and margin expansion [11][19] Other Important Information - Synopsys plans to prepay $2.55 billion of its term loans in the first half of 2026, which is expected to be accretive to EPS [16][18] - The company is adopting a normalized non-GAAP tax rate of 18% projected through 2028 [17] Q&A Session Summary Question: What is the embedded organic growth rate in the 2026 guide? - Management indicated that the organic growth rate is around 8%, factoring in the divestitures and muted growth for the IP business [22][23] Question: What are the growth expectations for EDA and IP in the guidance? - Management confirmed that EDA growth is impacted by the China environment and ongoing market dynamics, with IP expected to grow modestly [28][29] Question: Can you provide an update on the IP business and headwinds? - Management acknowledged challenges in the IP business but expressed confidence in long-term growth, emphasizing ongoing customer engagement and portfolio strength [35][36] Question: What is the rationale behind the NVIDIA investment? - The investment was driven by the potential for accelerated computational capabilities and modernization of engineering solutions, enhancing market reach [40][41] Question: How does the company plan to address the monetization challenges in EDA? - Management recognized the need for better monetization strategies and highlighted the importance of joint solutions with Ansys to capture value [78][80]

Chip design software provider Synopsys beat analysts estimates for fourth-quarter revenue on Wednesday, driven by strong demand for its chip design tools, sending its shares up 5% in extended trading. ...

The company, which makes software to design and test computer chips, saw revenue rise to $2.25 billion as its acquisition of Ansys boosted sales. ...

Corporate Overview for Investors December 2025 Forward-Looking Statements This presentation contains forward-looking statements, including, but not limited to, statements regarding Synopsys, Inc.'s (Synopsys, we or our) short-term and long-term financial targets, expectations and objectives; our businesses, business segments, strategies, partnerships, initiatives and opportunities, including, among other things, the reallocation of resources in our Design IP segment to higher growth opportunities and planne ...

Synopsys, Inc. (NASDAQ:SNPS) stock climbed in Wednesday's extended trading after the company released its fourth-quarter earnings report, beating expectations on the top and bottom lines. Here's a look at the details in the report. SNPS stock is moving. Watch the price action here.The Details: Synopsys reported quarterly earnings of $2.90 per share, which beat the Street of $2.78.Quarterly revenue came in at $2.26 billion, which beat the analyst estimate of $2.25 billion.Read Next: Looking For A Squeeze? To ...